Mission and Vision

Mission Statement

To provide exceptional financial, tax, and accounting services while maintaining the highest levels of integrity and professionalism. To meet the current and future needs of our clients and help them to cultivate long-term success by taking a holistic approach to wealth management and helping them create wealth while minimizing future risks and maximizing economic, environmental, and social value.

Vision

To be regionally recognized as the accounting and wealth management firm of choice for providing comprehensive financial and professional services to individuals and businesses alike while providing a working environment where staff members can grow and succeed in the industry.

mission vision handshake
mission vision trees

Values

Trust

  • Conduct ourselves with the highest level of integrity at all times
  • Follow through on promises and commitments
  • Maintain professionalism while communicating openly and honestly

Exceptional Performance

  • Take pride in our people and the quality of our service
  • Strive for excellence in all we do
  • Contribute to our community

Accountability

  • To our clients
  • To the overall success of our firm for generations to come
  • To each of our associates

Innovation

  • Commitment to ongoing education and training
  • Seek out best practices
  • Initiate comprehensive solutions to business challenges and reward initiative

Caring

  • Consider People and the Planet, while making Profit
  • Promote positive working relationships and encourage teamwork
  • Recognize the importance of balance between our personal and professional lives

 

591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Fax: 408-871-5905

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